Conseiller en Gestion de Patrimoine - CDD H/F
Core
Manage and grow a client portfolio by identifying commercial opportunities and recommending tailored financial solutions.
Role type
Wealth management advisor (IC)
Builds
Client portfolios and financial investment solutions
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Portfolio management, commercial opportunity identification, solution recommendation, client relationship management, multi-channel communication (in-person, video, phone, digital), proactive business development
Preferred skills
Experience with phone/physical client relations, team collaboration
Technologies
Digital sales tunnels, video conferencing tools, CRM systems
Responsibilities
Process leads generated by marketing teams, develop client portfolio proactively, accompany clients through various channels, follow up and retain clients
Seniority
Mid-level, hands-on IC